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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,990 | $75,832-69.7% | $147,617-84.4% | $59,633-61.4% |
| Participation rate | 23.1% | 71.6%-48.5pp | 84.6%-61.5pp | 68.7%-45.6pp |
| Annual return | 2.60% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $374 | $3,485-89.3% | $5,564-93.3% | $2,203-83.0% |
| Participant deferral / active EE | $531 | $3,131-83.1% | $4,895-89.2% | $3,192-83.4% |
| Admin fee / account holder | $6,037 | $5,986+0.9% | $11,612-48.0% | $4,297+40.5% |